CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AMT — American Tower Corp /Ma/
CIK 819864
KOKOMO, IN
Position in AMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$34,840
+$8,263 QoQ
Shares Held
213
+38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,529
of 1,735 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,254,722 across 10 REIT - Specialty names. AMT ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
61,600 | $1,474,704 | |
| 2 | IRM |
Iron Mountain Inc
|
11,573 | $1,461,785 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
777 | $139,533 | |
| 4 | FPI |
Farmland Partners Inc.
|
11,270 | $109,093 | |
| 5 | AMT |
American Tower Corp /Ma/
This page
|
213 | $34,840 | |
| 6 | CCI |
Crown Castle Inc.
|
200 | $15,146 | |
| 7 | RYN |
Rayonier Inc
|
524 | $11,150 | |
| 8 | FRMI |
Fermi Inc.
|
525 | $4,809 |
All Filings in AMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,840 | 213 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $26,577 | 154 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $28,617 | 163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,732 | 165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,468 | 165 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $35,904 | 165 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $41,817 | 228 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $172,792 | 743 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $142,480 | 733 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $124,876 | 632 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $129,312 | 599 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $86,829 | 528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $103,370 | 533 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $111,365 | 545 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $120,124 | 567 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $89,529 | 417 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $106,581 | 417 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $108,024 | 430 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $215,247 | 811 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $218,813 | 810 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $185,749 | 777 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $158,019 | 704 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $199,185 | 824 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $75,235 | 291 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||